Future Financial Wealth Managment LLC Spdr Bloomberg Convertible Sec Transaction History
Future Financial Wealth Managment LLC
- $134 Million
- Q1 2025
A detailed history of Future Financial Wealth Managment LLC transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 1,000 shares of CWB stock, worth $74,630. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$74,630
Previous $77,000
1.3%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding CWB
# of Institutions
559Shares Held
38.7MCall Options Held
700Put Options Held
900-
Envestnet Asset Management Inc2.57MShares$192 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC2.52MShares$188 Million0.02% of portfolio
-
Howard Capital Management Inc.2.35MShares$176 Million2.44% of portfolio
-
Morgan Stanley New York, NY1.63MShares$121 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.59MShares$119 Million0.27% of portfolio